See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $124,185-30.4% | $108,410-20.3% | $167,490-48.4% |
| Participation rate | 38.1% | 82.3%-44.2pp | 80.1%-42.0pp | 82.1%-44.0pp |
| Annual return | 8.27% | 1379.64%-1371.4pp | 905.27%-897.0pp | 478.56%-470.3pp |
| Employer contribution / active EE | $239 | $4,187-94.3% | $3,558-93.3% | $4,837-95.1% |
| Participant deferral / active EE | $2,425 | $6,908-64.9% | $6,563-63.0% | $6,341-61.8% |
| Admin fee / account holder | $28,378 | $9,455+200.1% | $7,295+289.0% | $12,309+130.5% |